Attleboro, MA Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 967 offices

Location

140 Park Street, Suite 8

Attleboro MA 02703

Advisors at this office

2

Advisors at this office

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Natalie H

Series 66

Attleboro, MA

Equitable Advisors

Natalie Harris is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked in the restaurant industry at OGA's Japanese Cuisine and held positions at Wellesley College and the Santa Fe Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Stephen B

CFP®, Series 66

Attleboro, MA

Equitable Advisors

Stephen Benevento is a CFP® with 25 years of industry experience, currently with Equitable Advisors since 2024. He previously worked at LPL Financial for 13 years. Outside of his advisory role, he is involved with the Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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